Three Bridge Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Three Bridge Wealth Advisors’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$639K	Buy	+8,772	New	+$682K	0.18%	51

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Three Bridge Wealth Advisors's VUG Position: Q1 2026 in Review

Three Bridge Wealth Advisors opened a new position in Vanguard Growth ETF (VUG) in Q1 2026: 8,772 shares worth $639K. The stake represents 0.18% of the portfolio and ranks #51 among its holdings.

2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Three Bridge Wealth Advisors held 8,772 shares of Vanguard Growth ETF worth $639K as of Q1 2026.
Vanguard Growth ETF was a new Three Bridge Wealth Advisors position in Q1 2026.
Vanguard Growth ETF made up 0.18% of Three Bridge Wealth Advisors's portfolio in Q1 2026, its #51 holding.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.